iManage Work MFP DMS Profiling

MFP DMS Profiling enables device users access to folders stored in a legal document management system (DMS) from a multifunctional printer (MFP). Document profiling is used to specify the DMS cabinet/folder location, format, and metadata needed for delivery, identification, and searching purposes. With MFP DMS Profiling, device users can scan documents to their Client, Matter, or other folders directly from an MFP.

Before you begin

Administrators must have the iManage Work software installed, DMS license, and connector set up to work with MFP DMS Profiling. A folder, various properties, and default profile are also required as part of this configuration. In addition, embedded device client installation, device buttons, job properties, and rulesets are needed to complete the MFP DMS Profiling setup.

Note: Although various instructions highlight iManage Work usage, the instructions provided are for setting up MFP DMS Profiling only in the AccuRoute Server Administrator.

Prerequisite

  • iManage Work software installation and DMS connector license

See Activating a License for more information.

Administrators must complete the following tasks.

See also

About Connectors

About Folders

About Job Properties

About RuleSets